ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $608,000 | +6.1% | 2,564 | 0.0% | 0.23% | +4.1% |
| Q4 2020 | $573,000 | -33.8% | 2,564 | -42.1% | 0.22% | -41.7% |
| Q3 2020 | $866,000 | -0.3% | 4,427 | -8.3% | 0.37% | -8.8% |
| Q2 2020 | $869,000 | +19.0% | 4,829 | -1.9% | 0.41% | +4.6% |
| Q1 2020 | $730,000 | -25.1% | 4,923 | -4.7% | 0.39% | -10.1% |
| Q4 2019 | $974,000 | +4.1% | 5,168 | -4.1% | 0.43% | -23.3% |
| Q3 2019 | $936,000 | +0.8% | 5,387 | 0.0% | 0.57% | +4.2% |
| Q2 2019 | $929,000 | +4.0% | 5,387 | +0.5% | 0.54% | +2.5% |
| Q1 2019 | $893,000 | +13.9% | 5,359 | +0.4% | 0.53% | -10.9% |
| Q4 2018 | $784,000 | – | 5,339 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |